PWAG
Polaris Wealth Advisory Group’s Global Payments GPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-315,835
| Closed | -$42.5M | – | 148 |
|
|
2022
Q1 | $42.5M | Buy |
315,835
+218,554
| +225% | +$29.4M | 2.84% | 4 |
|
|
2021
Q4 | $13.2M | Buy |
+97,281
| New | +$13.2M | 0.76% | 46 |
|
|
2016
Q1 | – | Sell |
-173,792
| Closed | -$11.2M | – | 118 |
|
|
2015
Q4 | $11.2M | Buy |
173,792
+101,628
| +141% | +$6.56M | 1.81% | 12 |
|
|
2015
Q3 | $8.28M | Buy |
72,164
+10,620
| +17% | +$1.22M | 1.69% | 18 |
|
|
2015
Q2 | $6.37M | Buy |
61,544
+7,753
| +14% | +$802K | 1.27% | 25 |
|
|
2015
Q1 | $4.93M | Buy |
+53,791
| New | +$4.93M | 0.9% | 43 |
|